← 모든 테마 인공지능

AI 메모리 및 HBM

고대역폭 메모리는 AI 가속기에서 프로세서 옆에 배치되어 연산 장치가 계속 작업할 수 있도록 데이터를 충분히 빠르게 공급해요. 공급이 소수의 메모리 제조업체에 집중되어 있어, 이 분야는 AI 인프라 구축의 주요 병목 요인이 돼요.

12개 종목

# 이름 보유액 거래대금 테마
종목 수
포트폴리오 내
비중
상태
101
SEI Investments
SEI Investments
Pennsylvania
US$19.4억 -US$992만 6 1.72% 축소
102
Bessemer Group
Bessemer Group
New Jersey
US$19.3억 +US$7.21억 6 2.66% 증가
103
Millennium Management
Millennium Management
New York
US$19.1억 -US$20.9억 7 0.69% 축소
104
Ensign Peak Advisors
Ensign Peak Advisors
Utah
US$18.9억 +US$1.34억 5 3.1% 증가
105
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$18.8억 +US$4.75억 5 2.35% 증가
106
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$18.8억 +US$378만 5 3.11% 증가
107
Natixis Advisors
Natixis Advisors
Massachusetts
US$18.2억 +US$1.31억 5 2.05% 증가
108
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$18.2억 +US$2037만 7 0.9% 증가
109
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$18.2억 +US$9451만 5 1.42% 증가
110
Nomura Asset Management
Nomura Asset Management
Japan
US$18.1억 +US$1.48억 4 3.88% 증가
111
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$17.3억 -US$5196만 5 3.2% 축소
112
Aviva
Aviva
United Kingdom
US$17억 +US$2459만 4 2.5% 증가
113
GF Fund Management
GF Fund Management
China
US$16.8억 +US$1.05억 4 20.15% 증가
114
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$16.8억 -US$3.55억 2 13.47% 축소
115
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$16.7억 -US$6302만 4 1.18% 축소
116
KBC Group
KBC Group
Belgium
US$16.5억 -US$6673만 5 3.57% 축소
117
NEOS Investment Management
NEOS Investment Management
Connecticut
US$16.4억 +US$2.03억 3 6.04% 증가
118
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
US$16.3억 +US$4.1억 4 1.98% 증가
119
VARA
Value Aligned Research Advisors
New Jersey
US$16.1억 +US$3.83억 3 4.01% 증가
120
Citadel Advisors
Citadel Advisors
Florida
US$15.9억 -US$35.9억 7 0.18% 축소
121
Mariner
Mariner
Kansas
US$15.9억 +US$3억 7 1.67% 증가
122
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
US$15.1억 +US$8642만 6 1.52% 증가
123
Quantinno Capital Management
Quantinno Capital Management
New York
US$15.1억 +US$1.43억 6 1.82% 증가
124
Danske Bank
Danske Bank
Denmark
US$15억 -US$7677만 4 2.96% 축소
125
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$14.9억 +US$1.36억 6 2.85% 증가